Core Insights - The recent survey indicates that the "takeout war" has led to a significant increase in takeout orders while causing a notable decline in dine-in traffic, thereby lowering the price anchor in the restaurant industry and reinforcing consumers' mindset towards low-cost consumption [1][3]. Group 1: Consumer Behavior Changes - 75% of consumers have opted for takeout over dine-in due to lower prices [3]. - Since July, 80% of respondents have changed their dining habits, with 44% increasing their takeout frequency and decreasing dine-in frequency [3]. - 86% of respondents are more likely to choose takeout if they find it cheaper than dine-in options [3]. Group 2: Price Perception and Market Dynamics - Half of the respondents believe that subsidized takeout prices are closer to normal prices, indicating that businesses can still profit at current price levels [3]. - Over 60% of respondents expect takeout prices to remain at current levels even after subsidies end, suggesting a long-term shift in price perception [3][5]. - 86% of respondents would reduce their takeout frequency if prices rise in the future, indicating a risk of order volume decline as subsidies decrease [5]. Group 3: Quality and Experience Concerns - Over 70% of respondents reported a decline in their takeout experience, citing longer delivery times, food safety issues, reduced portion sizes, declining food quality, and poor service as primary concerns [5][6]. - Experts have raised concerns about the "involution" competition among takeout platforms, which distorts prices and disrupts market order, potentially leading to a "quantity and price damage" cycle in the restaurant industry [6].

Core Insights - The "takeout war" has led to a significant increase in takeout orders but has caused a notable decline in dine-in traffic, lowering the price anchor in the restaurant industry and reinforcing consumers' mindset towards low-cost consumption [1][5]. Consumer Behavior Changes - 75% of consumers have opted for takeout over dine-in due to lower prices [3]. - Since July, 80% of respondents have changed their dining habits, with 44% increasing takeout frequency and decreasing dine-in frequency [3]. - 86% of respondents are more likely to choose takeout if they find it cheaper than dine-in options [3]. Price Perception and Market Dynamics - Half of the respondents believe that subsidized takeout prices are closer to normal prices, indicating that businesses can still profit at current price levels [3]. - Over 60% of respondents expect takeout prices to remain at current levels even after subsidies end, suggesting a long-term shift in price perception [3][5]. - 86% of respondents would reduce their takeout frequency if prices rise in the future, indicating a risk of order volume decline as subsidies decrease [5]. Consumer Experience and Market Impact - Over 70% of respondents reported a decline in takeout experience, citing longer delivery times, food safety issues, reduced portion sizes, lower food quality, and poor service as primary concerns [5]. - Experts warn that the intense competition among takeout platforms has distorted prices and disrupted market order, leading to a potential "quantity and price damage" cycle in the restaurant industry [6]. Industry Expert Opinions - Economists highlight that the ongoing subsidy wars have led to severe price distortions and a failure of market regulation mechanisms, negatively impacting consumers, merchants, and the overall market order [6]. - The consensus among experts is that the subsidy wars do not yield winners and pose a significant threat to the restaurant industry, necessitating a rational response from the sector [6].